StockDriftsStockDriftsTop 50 Harvey Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 15.98% | 402.1K | $70.1M | +1.38%(+5.47K) | $31.77(+513.19%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 8.45% | 129.3K | $37.1M | +0.17%(+225) | $56.08(+535.11%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 7.44% | 156.7K | $32.6M | +0.66%(+1.03K) | $115.27(+110.52%) | 2026-03-31 | |
| AAPL | APPLE COMPUTER INC | 5.67% | 98.0K | $24.9M | -0.06%(-61) | $26.62(+1059.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.9% | 46.3K | $17.1M | +0.89%(+409) | $123.43(+216.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK | 3.44% | 52.4K | $15.1M | +0.00%(+0) | $16.70(+2055.42%) | 2026-03-31 | |
| JPM | JP MORGAN CHASE | 2.52% | 37.6K | $11.1M | -0.38%(-145) | $137.75(+142.82%) | 2026-03-31 | |
| URI | UNITED RENTALS INC | 2.29% | 13.8K | $10.1M | +0.07%(+10) | $359.71(+205.41%) | 2026-03-31 | |
| NEM | NEWMONT MNG CORP HLDG CO | 2.19% | 88.6K | $9.6M | -45.66%(-74.44K) | $42.52(+128.21%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.04% | 18.7K | $8.9M | -0.13%(-25) | $185.39(+173.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.25% | +106.05% |
| Top 20 Holdings Unweighted | +23.51% | +88.42% |
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